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From thought leadership to technical pieces, knowledge hub keeps our members and pensions professionals up to date with the recent developments in the industry.

All PMI News PMI Blog Technical Supplement Articles Pensions Aspects Magazine PMI Pulse Reports and guides Consultation responses PMI TV PMI TV Bitesize Podcasts Purposeful Pensions Winning Essays
Turning the tide on pension scams
07 June 2021

Turning the tide on pension scams

These uncertain times are often seen as a window of opportunity for scammers looking to prey on vulnerable individuals. A report by Action Fraud found that pension scams had become one of the most common types of fraud to occur last year. The pensions industry is facing pressure to do more to prevent this situation, but what role can trustees play?

Read more
Well, I wouldn’t have started from here…
07 June 2021

Well, I wouldn’t have started from here…

Recent guidance from The Pensions Regulator (TPR) and Financial Conduct Authority (FCA) has clarified a number of issues for pension scheme sponsors and trustees with regards to supporting pension savers with their financial decision making. It codifies best practice and clarifies a number of issues that have been live over the last six months. So, if you’re a scheme sponsor or a trustee, here’s what you can do – and what you can’t.

Read more
Pensions is boring: what can Master Trusts do about it?
07 June 2021

Pensions is boring: what can Master Trusts do about it?

Some of you may have attended the PMI’s webinar in April where I spoke about whether environmental, social and governance (ESG) factors are the panacea for pension engagement, and considered where we, as an industry, are going wrong on engagement. As can be seen from the graph below, there was a recognition that pensions engagement strategies aren’t very effective, with only 36% of respondents to a live poll on the day believing that their strategy was really effective. From this we can probably tell that there still appears to be a considerable amount of work to do.

Read more
Data could save you millions providing you invest time and money, it really could
07 May 2021

Data could save you millions providing you invest time and money, it really could

Trustee boards and their advisers often love to recount stories about the reduction in liabilities worth millions which they achieved as a result of projects undertaken when working through their long-term strategies. When hearing these tales, I often wonder how many can also recall how their data impacted this success?

Read more
Three ways data is driving pensions today
07 May 2021

Three ways data is driving pensions today

When I first entered the pensions industry, scheme data was offline and comprised of annual summaries of benefit statements sent to members; mainly actives and some past members if they were lucky. This was the domain of the (often bearded) computer department who managed a mainframe computer in a temperature controlled room.

Read more
We all have a part to play in the war on scammers
07 May 2021

We all have a part to play in the war on scammers

The true scale of the amount lost to pension scams, and the number of victims, is likely to be much higher as victims often don’t realise they have been tricked until many years later. Nicola Parish calls on pension schemes to step up their reporting on scams - warning that a clear understanding of the size of the problem and good quality intelligence is crucial to beating the scourge of scammers.

Read more
Data could save you millions providing you invest time and money, it really could
07 May 2021

Data could save you millions providing you invest time and money, it really could

Trustee boards and their advisers often love to recount stories about the reduction in liabilities worth millions which they achieved as a result of projects undertaken when working through their long-term strategies. When hearing these tales, I often wonder how many can also recall how their data impacted this success?

Read more
Three ways data is driving pensions today
07 May 2021

Three ways data is driving pensions today

When I first entered the pensions industry, scheme data was offline and comprised of annual summaries of benefit statements sent to members; mainly actives and some past members if they were lucky. This was the domain of the (often bearded) computer department who managed a mainframe computer in a temperature controlled room.

Read more
We all have a part to play in the war on scammers
07 May 2021

We all have a part to play in the war on scammers

The true scale of the amount lost to pension scams, and the number of victims, is likely to be much higher as victims often don’t realise they have been tricked until many years later. Nicola Parish calls on pension schemes to step up their reporting on scams - warning that a clear understanding of the size of the problem and good quality intelligence is crucial to beating the scourge of scammers.

Read more
Turning the tide on pension scams
07 June 2021

Turning the tide on pension scams

These uncertain times are often seen as a window of opportunity for scammers looking to prey on vulnerable individuals. A report by Action Fraud found that pension scams had become one of the most common types of fraud to occur last year. The pensions industry is facing pressure to do more to prevent this situation, but what role can trustees play?

Read more
Well, I wouldn’t have started from here…
07 June 2021

Well, I wouldn’t have started from here…

Recent guidance from The Pensions Regulator (TPR) and Financial Conduct Authority (FCA) has clarified a number of issues for pension scheme sponsors and trustees with regards to supporting pension savers with their financial decision making. It codifies best practice and clarifies a number of issues that have been live over the last six months. So, if you’re a scheme sponsor or a trustee, here’s what you can do – and what you can’t.

Read more
Pensions is boring: what can Master Trusts do about it?
07 June 2021

Pensions is boring: what can Master Trusts do about it?

Some of you may have attended the PMI’s webinar in April where I spoke about whether environmental, social and governance (ESG) factors are the panacea for pension engagement, and considered where we, as an industry, are going wrong on engagement. As can be seen from the graph below, there was a recognition that pensions engagement strategies aren’t very effective, with only 36% of respondents to a live poll on the day believing that their strategy was really effective. From this we can probably tell that there still appears to be a considerable amount of work to do.

Read more